Moneta Group Investment Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Moneta Group Investment Advisors’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,186	Closed	-$240K	–	673
2024 Q4	$240K	Sell	10,186 -741	-7%	-$18.2K	﹤0.01%	589
2024 Q3	$280K	Sell	10,927 -651	-6%	-$16.6K	﹤0.01%	536
2024 Q2	$272K	Hold	11,578	–	–	﹤0.01%	517
2024 Q1	$333K	Sell	11,578 -804	-6%	-$24.2K	0.01%	455
2023 Q4	$406K	Buy	12,382 +4,577	+59%	+$124K	0.01%	372
2023 Q3	$217K	Sell	7,805 -22	-0.3%	-$719	﹤0.01%	478
2023 Q2	$267K	Buy	+7,827	New	+$246K	0.01%	446
2021 Q4	–	Sell	-3,975	Closed	-$297K	–	476
2021 Q3	$297K	Buy	3,975 +353	+10%	+$29.6K	0.01%	366
2021 Q2	$335K	Buy	3,622 +399	+12%	+$33.9K	0.02%	340
2021 Q1	$286K	Buy	+3,223	New	+$320K	0.02%	341

Other funds holding ARKG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moneta Group Investment Advisors's ARKG Position: Q1 2025 in Review

Moneta Group Investment Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2025, closing a stake of 10,186 shares — an estimated $240K sold.

Moneta Group Investment Advisors first reported a position in ARKG in Q1 2021 and held it in 10 quarters. The position peaked at $406K in Q4 2023. 214 funds tracked by Wall St. Rank hold ARKG as of Q1 2025.

Moneta Group Investment Advisors reported no remaining ARK Genomic Revolution ETF position as of Q1 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,186 ARK Genomic Revolution ETF shares in Q1 2025, an estimated $240K.
Moneta Group Investment Advisors first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 10 quarters.
Moneta Group Investment Advisors's ARK Genomic Revolution ETF position peaked at $406K in Q4 2023.
214 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.